See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $309,795 | $117,841+162.9% | $102,423+202.5% | $145,922+112.3% |
| Participation rate | 23.8% | 78.6%-54.8pp | 76.5%-52.7pp | 80.3%-56.5pp |
| Annual return | 9.95% | 31.65%-21.7pp | 29.32%-19.4pp | 561.29%-551.3pp |
| Employer contribution / active EE | $1,244 | $3,615-65.6% | $3,023-58.9% | $4,660-73.3% |
| Participant deferral / active EE | $3,305 | $5,731-42.3% | $5,053-34.6% | $6,688-50.6% |
| Admin fee / account holder | $1,764 | $13,326-86.8% | $9,451-81.3% | $13,397-86.8% |